Our investment philosophy

Staying the course means having a portfolio that you believe in

Clients with strong conviction in their investment strategy are less likely to deviate and make emotive decisions.

Risk is rewarded in the long run

The capital markets reward long-term investors.

Don’t chase past performance

Past performance provides little insight into an investment’s future returns.

Diversification and good quality reduce portfolio risk

It is important to take considerable time ensuring that client portfolios minimises the risks that does not deliver adequate returns.

Tax efficiency and costs matter

We believe that we should be seeking to optimise after-tax returns enabling us to deliver personalised and tailored portfolios for each client.

Focus on your plan

An investment plan based frees you to focus on what matters. Let markets work for you by taking advantage of sensible, well-diversified, portfolios backed by research and practical experience.